Your organization has many responsibilities – to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.
I offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to me about how I can help support you in your fiduciary role.
Gerald Chasin has been recognized as an industry leader.
- Barron's Top Institutional Consultant, 2016
- Financial Times Top 401 Retirement Plan Advisors, 2015, 2018, 2019